According to IRS.gov, “The Annual Filing Season Program is intended to recognize and encourage unenrolled tax return preparers who voluntarily increase their knowledge and improve their filing season competency through continuing education (CE).” As an IRS Approved Continuing Education Provider, that’s where you come in…to provide those 16 hours of continued education per year! The content is your bailiwick, but we can help you create the certificate of completion. You are required to give tax preparers who attend your program a certificate of completion. To help you with this process, we have a NEW updated template that meets all the requirements listed on the IRS Sample Certificate.
The beauty of SimpleCert is that once you update the IRS template with your CE Provider Name and Address, as well as add your Designated Officer Name and signature, all you need is an excel file with the data merge fields that will change for each program. You can even use the same IRS Provider Excel Template that you use to submit your participants’ information through your online CE provider account! The parts that change: Program Name, IRS Issued Program Number, CE Hours Awarded, Program Completion Date, Location, and Email are all merge fields that SimpleCert uses to create your participants’ certificates.
Once set up, it takes seconds to create and email your certificates. It’s that simple! SimpleCert stores all your certificates for your program as a single project for your records. This includes the master certificate of completion and all records of who completed programs and when. Did you know you need to keep these records for a period of four years? See Standard No.13 for a complete list of records to be kept in the event you ever get audited!
Now that SimpleCert is here to help with your certificate management, you can sleep soundly at night! If you wish to apply to become an IRS Approved Continuing Education Provider, please visit IRS CE Provider. Are you a NASBA CPE Sponsor? If so, you may become a CE provider recognized for continuing education purposes by an IRS CE accrediting organization.